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The Real Story Behind 2026 Giving USA, with Jim Langley — Transcript

by Susan Axelrod · 5,270 words · 811 segments · language en · Watch on YouTube

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  1. 0:02How can charitable organizations build a
  2. 0:05sustained culture of philanthropy?
  3. 0:08Jim Langley, president of Langley
  4. 0:10Innovation, says, "Speak with your
  5. 0:12donors and listen to what they have to
  6. 0:15share." In this video series, Jim shares
  7. 0:18decades of expertise and his commitment
  8. 0:21to helping institutions develop the most
  9. 0:24effective strategies to build broader
  10. 0:26and more lasting communities of support.
  11. 0:30If you're a fundraiser, tune in now.
  12. 0:33Every video with Jim is a master class.
  13. 0:37Hello, I'm Susan Axelrod, hosting this
  14. 0:41conversation in On Philanthropy with Jim
  15. 0:46Langley.
  16. 0:48When I was younger,
  17. 0:50I
  18. 0:52used to look forward to June as it was
  19. 0:54the start of the summer and
  20. 0:59vacation was forthcoming. When I became
  21. 1:04older and started my career when I was
  22. 1:0822, very shortly, June indicated
  23. 1:12something else and that was the output
  24. 1:15of the giving USA statistics on
  25. 1:18philanthropy and charitable giving. And
  26. 1:21then every year from then until now from
  27. 1:24the beginning of June I look forward to
  28. 1:26receiving these statistics so that I can
  29. 1:28know the trends and be aware of them and
  30. 1:31how to support my clients. This year I
  31. 1:35knew that I wanted to bring Jim Langley
  32. 1:37into this conversation and I'm happy to
  33. 1:40do that now. Hello Jim. Good to see you.
  34. 1:43>> Good to see you Susan. Glad to join you.
  35. 1:46Look, Jim, this is not going to be one
  36. 1:49of those types of conversations where
  37. 1:50we're going to review slides and show
  38. 1:52statistics and and these these
  39. 1:54conversations are important and I
  40. 1:56appreciate them from others, but our
  41. 1:59conversation is more organic and also uh
  42. 2:04challenging of the status quo. This is
  43. 2:07something that I appreciate you for. you
  44. 2:10challenge us and you really uh encourage
  45. 2:14us to think creatively. So the type of
  46. 2:19conversation that we wanted to have
  47. 2:20today was three things. One, what do the
  48. 2:24numbers mean?
  49. 2:25>> Right?
  50. 2:26>> What do they confirm
  51. 2:29and what do they signal? So I'm going to
  52. 2:32just let you go and then I'm going to
  53. 2:34put up my finger like this when I need
  54. 2:36to ask you a clarifying question.
  55. 2:38[laughter]
  56. 2:38>> All right. All right. Well, let me do
  57. 2:40this succinctly so that we can get your
  58. 2:42your questions. But we should be very
  59. 2:45proud of a culture and be very grateful
  60. 2:48to a culture that produced this year,
  61. 2:51previous year 2025, over $600 billion
  62. 2:56dollar in philanthropic support. So, I
  63. 2:58don't want to say anything that that
  64. 3:00would take away from the awe that I feel
  65. 3:04when we the people of the United States
  66. 3:06produce that amount of money, right? And
  67. 3:09so, it it's awe inspiring and should
  68. 3:12give us hope. But what I think is so
  69. 3:15missing is in the nonprofit world, this
  70. 3:18announcement creates a certain cognitive
  71. 3:21dissonance because there are so many
  72. 3:22people in the nonprofit world that are
  73. 3:25saying, "But that's not my reality.
  74. 3:28That's not what we're seeing." And
  75. 3:29indeed, Susan, you and I know lots of
  76. 3:32places where layoffs are occurring,
  77. 3:35significant layoffs, including recently
  78. 3:37I saw the American Cancer Society is
  79. 3:39laying off significant number of people.
  80. 3:42So how is it as this large S is flowing
  81. 3:44in that it isn't flowing to major
  82. 3:48organizations and some of the most
  83. 3:50meaningful and hardworking and different
  84. 3:53making organization. There is something
  85. 3:55not intentionally but misleading about
  86. 3:58the report the way it's shared and the
  87. 4:00impressions it creates often on board
  88. 4:02members and CEOs. And I want to point to
  89. 4:05just a couple of those factors. The
  90. 4:07first is we must make a distinction
  91. 4:10between what America gives or Americans
  92. 4:13give and what nonprofits receive. The
  93. 4:17top five recipients of American large s
  94. 4:20in recent years are Fidelity, Vanguard,
  95. 4:24Goldman Sachs. Please understand that
  96. 4:27that when you hear that 600 billion plus
  97. 4:31617 billion, what you're not seeing is a
  98. 4:35huge portion of that is going into donor
  99. 4:38advised funds. And we don't make a
  100. 4:41distinction between what Americans gave
  101. 4:45in the name of philanthropy and what
  102. 4:47they set aside for future philanthropy.
  103. 4:50And it is in that delta where so much
  104. 4:54then of the confusion and the cognitive
  105. 4:57dissonance that we see in the nonprofit
  106. 5:00world arises. Wait a second. Why are
  107. 5:02isn't that happening to us? So there has
  108. 5:06been this movement away from
  109. 5:08institutional giving. There's been a
  110. 5:10huge influx in giving to DAFFs and it
  111. 5:12was one of the fastest growing areas
  112. 5:14this year as it was in the previous
  113. 5:16five, six, seven years I believe up 11%.
  114. 5:19So right away that money is not flowing
  115. 5:23through immediately. A portion of it
  116. 5:25will over time and that's the good news
  117. 5:28in the sense that it's there but it's
  118. 5:30not hitting the books of the nonprofits.
  119. 5:32The second point that I want to make is
  120. 5:34if not just for instance if not for the
  121. 5:38giving of a single person McKenzie Scott
  122. 5:43who gave onethird of the mega gifts
  123. 5:47given in that year. We don't have a
  124. 5:49record.
  125. 5:52>> So
  126. 5:54wonderful. We're so grateful for
  127. 5:56Mackenzie Scott. We think she's
  128. 5:58wonderfully uh enlightened and
  129. 6:01courageous in what she's doing. We wish
  130. 6:03there were more of her, but she is an
  131. 6:05anomaly. And [clears throat] further,
  132. 6:07McKenzie Scott can't give to everybody.
  133. 6:10Can't send billions that is equally
  134. 6:12distributed. So McKenzie Scott quite
  135. 6:14understandably designates certain
  136. 6:16organizations. So this is the phenomenon
  137. 6:20where so much is coming about 20% is
  138. 6:23coming from mega giving after we exclude
  139. 6:25DAFFs and mega givers make choices as to
  140. 6:29where their money goes and then there's
  141. 6:31the rest of the philanthropic world that
  142. 6:34is experiencing something much
  143. 6:36different. So, we all like to use AI and
  144. 6:39I thought it would just be really
  145. 6:40interesting to ask AI about crunching
  146. 6:43all this data and and giving us a kind
  147. 6:46of a reality check on trends. And so I
  148. 6:50check my own thinking and say, well,
  149. 6:52Jim, are you you missing something? So,
  150. 6:55you know what AI is telling us is that
  151. 6:58while 617 billion was given, it says
  152. 7:03fundraising dynamics are shifting as
  153. 7:06nonprofits navigate an increasingly
  154. 7:09complex and political environment. Boom.
  155. 7:13Donors are becoming more selective,
  156. 7:15focusing their contributions on
  157. 7:17established relationships and
  158. 7:19organizations that can demonstrate
  159. 7:21clear, measurable impact. Right? And so
  160. 7:24then it goes lays out where some of
  161. 7:26these changes are occurring. But it says
  162. 7:29within that market of givers, within
  163. 7:31that universe of givers is more concern,
  164. 7:34more discernment, more skepticism and
  165. 7:37all the things that must be faced and
  166. 7:40must be understood if we the people are
  167. 7:43ultimately to come together in larger
  168. 7:45form and support our most worthy
  169. 7:49organizations. the one that we know make
  170. 7:51differences in our lives every day and
  171. 7:54make us a better country and a better
  172. 7:55people. So I just wanted to start there
  173. 7:57Susan by saying this is what is not
  174. 8:00being communicated. Now if you read that
  175. 8:03report and you get into the nitty-gritty
  176. 8:05of that report you'll see some very good
  177. 8:06analytical work but watch the
  178. 8:08announcements
  179. 8:10>> coming from major organizations. I won't
  180. 8:13pick on any and I don't think again
  181. 8:15there's ill will but it's oh this is a
  182. 8:18new birth this is a new level in
  183. 8:20American philanthropy now
  184. 8:22>> 600 billion
  185. 8:23>> right the problem with that is uh lots
  186. 8:27of board members lots of bosses lots of
  187. 8:29CEOs conclude oh there's a lot more out
  188. 8:32there we're not getting our fair share
  189. 8:35something must be wrong with our
  190. 8:36fundraising where what we should be
  191. 8:38concluding is American philanthropic
  192. 8:41behaviors have shifted significantly.
  193. 8:44While dollars are going up, the level of
  194. 8:46participation continues to decline. And
  195. 8:49what you're really seeing are fewer
  196. 8:52people giving much more significant
  197. 8:56levels of giving, usually at a certain
  198. 8:58age. And that if we don't look forward,
  199. 9:02look farther down this path, if we
  200. 9:05continue to do what we're doing and
  201. 9:07operating on the same set of
  202. 9:08assumptions, everything we're saying
  203. 9:10today will be more true next year and
  204. 9:14the following year and the following
  205. 9:15year until, you know, megaealthy people
  206. 9:18either stop giving or are no longer with
  207. 9:21us. Right? So what again so grateful for
  208. 9:24these numbers, so grateful for anybody
  209. 9:26who gives of themselves for whatever
  210. 9:29reason. It's the misinterpretation of
  211. 9:32the data that then seems to perpetuate
  212. 9:37the the most depleted fundraising
  213. 9:39practices,
  214. 9:40>> right? Damn, Jim. Let's go.
  215. 9:43>> Let's go. That's the problem.
  216. 9:46>> Let's go. It's a problem. Yeah. Uh you
  217. 9:49and I, we don't script ourselves. We
  218. 9:52don't I don't know what you're going to
  219. 9:53say. You don't know what I'm going to
  220. 9:54say, but I'm going to say let's go. That
  221. 9:58um yes, let's start with awe. I I felt
  222. 10:03the same. I got you the awe in the you
  223. 10:06know 600 billion dollars and and that's
  224. 10:10617
  225. 10:11just the 17 billion is a big number. And
  226. 10:15uh so there is awe in that.
  227. 10:20It's a good place to take a pause.
  228. 10:23>> Yeah.
  229. 10:24>> And then we do want to call out the
  230. 10:30stress point that you just identified
  231. 10:33for uh of the you could go from 1.5 to
  232. 10:371.8 to nearly two million nonprofits in
  233. 10:40our uh country depending on how you look
  234. 10:42at them and how you count them. for sure
  235. 10:441.5 million and how many of them are
  236. 10:49receiving the money. So you said I love
  237. 10:52this pay attention to the people
  238. 10:54listening. It's important to make a
  239. 10:56distinction between what Americans are
  240. 11:00giving and what nonprofits are
  241. 11:02receiving.
  242. 11:03>> Yes.
  243. 11:03>> And so the top three charities today are
  244. 11:08private financial institutions which
  245. 11:10filed for 501c3 status. So they could,
  246. 11:14you know, right? And that's where so
  247. 11:17much of the pot is living.
  248. 11:20>> Anyone who is tuned in to philanthropy
  249. 11:23and giving knows the donor advised fund
  250. 11:26pot is growing. And also, just so you
  251. 11:30know, in case you hadn't heard, the the
  252. 11:32a lot of that sits in the public society
  253. 11:35benefit bucket.
  254. 11:36>> That's it.
  255. 11:37>> And that's why that bucket has been
  256. 11:40growing. Now I heard directly from I did
  257. 11:44my research heard directly from the
  258. 11:46people who create the statistics and
  259. 11:48they said that they they put the numbers
  260. 11:52in the pot where the intention was. So
  261. 11:56of course community foundations uh exist
  262. 11:59and they have uh you know donor advised
  263. 12:02funds that's going to be in the
  264. 12:03foundation's pot. But that number that
  265. 12:06you just quoted um or the information
  266. 12:09the distinction between where Americans
  267. 12:11give and where the nonprofits receive
  268. 12:13sits in what we call public society
  269. 12:15benefit.
  270. 12:16>> That's it.
  271. 12:16>> Then you then you said um you you talked
  272. 12:21about cognitive dissonance.
  273. 12:23>> Yeah. And it's so respectful of the our
  274. 12:28colleagues, the nonprofits, the people
  275. 12:31who run them, the people who raise money
  276. 12:33for them. And you said again such an
  277. 12:36amazing increas
  278. 12:40Scott to have given. Nobody takes away
  279. 12:44from that. That's just sheer grace,
  280. 12:46right?
  281. 12:47>> Yes. But yet you said but for that
  282. 12:51number there would not have been the
  283. 12:54increase right
  284. 12:55>> and so we really need to talk about
  285. 12:58what's a fundraiser to do Jim.
  286. 13:02>> So the it's so poignant right the the
  287. 13:06largest the generosity of McKenzie Scott
  288. 13:10masks the loss of millions of giving
  289. 13:13households millions.
  290. 13:16Right. And the loss of a giving
  291. 13:18household has a permanent effect on
  292. 13:23philanthropic giving. And the just
  293. 13:26inability to start giving never then
  294. 13:28leaves forward leads forward to greater
  295. 13:31giving. Right. So we're stunting cutting
  296. 13:33off philanthropic growth at the root
  297. 13:35system. It's it's very worrisome. And
  298. 13:37then of course the significant portion
  299. 13:39of those gifts Susan come from bequest.
  300. 13:41Again tremendously grateful but about
  301. 13:4320% coming from bequest right folks.
  302. 13:46What does that mean? And there's no more
  303. 13:48there.
  304. 13:49>> They died.
  305. 13:50>> So, we're going to see this more and
  306. 13:52more in recent years. And I'm afraid the
  307. 13:53same trend. Look at all these numbers
  308. 13:55coming in. What you're seeing is the
  309. 13:56harvest of of lifetimes. And if you'll
  310. 13:59look behind the number, you're not
  311. 14:01seeing lifetimes
  312. 14:04manifesting the same behaviors. Right.
  313. 14:06So we're it's like this generational
  314. 14:08harvest, this grand celebration and uh
  315. 14:12then that work for the fundraiser that
  316. 14:14you just cited is much harder, right?
  317. 14:17Because for the donors who existed as AI
  318. 14:20rightly concludes, they are more
  319. 14:23discerning. They are asking tougher
  320. 14:24questions. They want more evidence of
  321. 14:26impact. They're acting on their values.
  322. 14:28And what we're seeing, Susan, is a
  323. 14:30really a realignment of how the
  324. 14:33individual relates to the institution.
  325. 14:35They are not obedient. They are not um
  326. 14:38you doing what they were told. They're
  327. 14:40not even buying sort of the core
  328. 14:41message. They're listening and saying,
  329. 14:43"Well, out of all the things that you
  330. 14:44propose, here's if anything what
  331. 14:47resonates with me." So that that
  332. 14:50traditional fundraiser with those
  333. 14:52traditional expectations is encountering
  334. 14:54greater obstacles than I would have ever
  335. 14:56faced in my active fundraising career,
  336. 14:58but often being held to higher
  337. 15:00expectations. So the question is, how do
  338. 15:03we get this knowledge in? And obviously
  339. 15:04what you're doing is very helpful. I try
  340. 15:07to work with boards all the time and get
  341. 15:09this information to them. And when I do
  342. 15:11it's very sobering. Congratulations on
  343. 15:13that big number last year. Now let's
  344. 15:15deconstruct it. Now let's look at the
  345. 15:17loss of donors. And maybe Susan, we
  346. 15:20could even use AI to run those trends
  347. 15:23and say then this is if if not
  348. 15:26disrupted, if this present patterns
  349. 15:28persist, this is what it's going to look
  350. 15:29like in 5 years and 10 years. And you
  351. 15:32will see this growing dependency on the
  352. 15:34aging wealthy few and then a few
  353. 15:36anomalies. Let's hope. But the the body
  354. 15:39politic of the nonprofit world is like
  355. 15:42the American economy. Some are doing
  356. 15:44very well, some are doing well, and some
  357. 15:47are struggling monthto-month. That's
  358. 15:49just like the American body politic.
  359. 15:52>> It's m then it's mirrored in the world.
  360. 15:54So we take these blanket assumptions
  361. 15:56like, oh, some are doing incredibly
  362. 15:58well. Why aren't we doing as well? And
  363. 16:01the answer is so complex. How many years
  364. 16:04have you been at it? How much have you
  365. 16:06invested in it? What is your outlook and
  366. 16:07attitude toward fundraising? Is it
  367. 16:10transactional? Is it community building?
  368. 16:12Right? There are all kinds of things.
  369. 16:14But the large answer usually is that
  370. 16:16organization has been in it much longer,
  371. 16:19has built up credibility and trust over
  372. 16:22a long period of time, has many more 20
  373. 16:24year plus relationships than you do. And
  374. 16:26unless until you move in that direction,
  375. 16:29you're not going to catch up by giving
  376. 16:32days or clever messages or logging your
  377. 16:35fundraisers.
  378. 16:36>> Also, that organization that you just
  379. 16:39described also has more fundraisers
  380. 16:43>> much more,
  381. 16:44>> right?
  382. 16:45>> And and higher paid, right? So, you look
  383. 16:47at all these correlations, right? And
  384. 16:50but but it isn't it can't fundraising
  385. 16:53success is is long in acrewing to an
  386. 16:56organization as an organization develops
  387. 17:00goodwill and credibility for the work
  388. 17:01it's done over generations. Right? So th
  389. 17:04this is the this is the mood this is the
  390. 17:07world in which we face and simply
  391. 17:09getting more of the powers to be to
  392. 17:12understand that you must look at metric
  393. 17:15besides dollars raised last year just
  394. 17:18like we're doing have to deconstruct
  395. 17:22how many are bequest what what are the
  396. 17:25the largest gifts we've gotten and so
  397. 17:27Susan with working with clients I'll ask
  398. 17:29what are the largest five to 10 gifts
  399. 17:31you've gotten in the last year or in the
  400. 17:34last campaign. Those five to 10 gifts
  401. 17:37are usually
  402. 17:39>> at least 50% of the total.
  403. 17:41>> Yeah.
  404. 17:41>> At least sometimes more.
  405. 17:43>> Five to 10.
  406. 17:44>> So all this thing about wahoo, we made
  407. 17:47all this money, we raised all this
  408. 17:49money. Um, yeah, but you have a huge
  409. 17:53dependency on the relative few. And and
  410. 17:56then as the relative few give more and
  411. 17:58more, what does it do to the person
  412. 18:00struggling paycheck to paycheck about
  413. 18:02their philanthropic obligations? Go,
  414. 18:03well, good for them. I guess they don't
  415. 18:06really need my $100 a month anymore.
  416. 18:09So, the person struggling paycheck to
  417. 18:11paycheck, the economy of our time, and
  418. 18:14uh the numbers come out, $600 billion
  419. 18:17dollar more than it's ever been. They
  420. 18:19don't need my money. Uh but also, in an
  421. 18:24ironic twist,
  422. 18:26calling out that person struggling
  423. 18:28paycheck to paycheck needs that
  424. 18:31communitybased
  425. 18:32nonprofit organization to be there to
  426. 18:36support them.
  427. 18:37>> Yeah. Yeah.
  428. 18:39>> And and and and to understand what
  429. 18:41they're doing to improve the quality of
  430. 18:43life and maybe even reduce the expense
  431. 18:46of life. In other words, having a
  432. 18:48healthy uh world of nonprofits in your
  433. 18:50community makes for a more vibrant,
  434. 18:53active, livable community and saves you
  435. 18:56expense uh that government would have to
  436. 18:58expend and addressing some seemingly
  437. 19:01retractable programs. So there's so many
  438. 19:03benefits that acrew to an organization
  439. 19:05because of nonprofit caring and yet
  440. 19:10we're not getting that story through.
  441. 19:12And I think so much of it is because we
  442. 19:14keep talking about the amount raised and
  443. 19:16dollars raised records.
  444. 19:18>> Wow. It's the latest sound bite. It's
  445. 19:20the latest soundbite that came out. And
  446. 19:23I'm really hearing you on the disservice
  447. 19:27that uh the the latest sound bite and
  448. 19:30all the pronouncements really is having.
  449. 19:33I did work with an amazing
  450. 19:36community-based agency where I'm where I
  451. 19:39used to be from as a consultant and
  452. 19:42that's one of the times I don't even
  453. 19:44remember how many years this goes back
  454. 19:46but uh Sue the executive director told
  455. 19:49me the impact of their services on the
  456. 19:53county budget
  457. 19:55and how much the county budget didn't
  458. 19:57have to [clears throat] spend.
  459. 19:58>> Yes. because of the services provided
  460. 20:02between paid staffing and a large
  461. 20:05volunteer corps that supported and
  462. 20:07protected the the fabric of of that
  463. 20:11community. That's exactly what you're
  464. 20:13talking about. Wow. This is not a
  465. 20:15feel-good conversation, Jim.
  466. 20:17>> No, but here it is in the face of this
  467. 20:20awe inspiring number. And again, it is
  468. 20:23like the American economy. Look at the
  469. 20:25whole picture and all several things can
  470. 20:28be true at one time is that some can be
  471. 20:31prospering and some can be struggling,
  472. 20:33right? But it's the majority that are
  473. 20:36struggling and many of them are worthy
  474. 20:38nonprofits that you want in your
  475. 20:40community and your neighborhood. That's
  476. 20:41the thing that we are forgetting. And I
  477. 20:44to be fair, I know this will be also
  478. 20:47controversial. Some nonprofits, in my
  479. 20:50estimation, don't help themselves by
  480. 20:51saying things like, "Well, DAFFs are an
  481. 20:54injustice. It isn't fair." Oh, folks,
  482. 20:57uh, you know, claiming injustice is not
  483. 21:00a good way to raise money. It is what it
  484. 21:01is. The money is there. Uh, people have
  485. 21:04philanthropic intent. The people who
  486. 21:06create DFS also are more likely to
  487. 21:08create wills with with philanthropic
  488. 21:10allocations to them. It's just the
  489. 21:13individual saying, "I want to exercise
  490. 21:15more options. I want to be more
  491. 21:17circumspect in giving. It's not the
  492. 21:19individual that's being a donor that's
  493. 21:21being unfair. They're making good sound
  494. 21:24business decisions and looking at their
  495. 21:26tax base and everything else. I think
  496. 21:28what what we have to do is not claim
  497. 21:30unfairness, but do what you and I are
  498. 21:33just doing and that's work together to
  499. 21:36say this is what your nonprofit
  500. 21:38community is doing for you and your
  501. 21:40community that you may not know about.
  502. 21:42Right. We've got to get and we've got to
  503. 21:45work more at that neighborhood and
  504. 21:47community level. We can't the best
  505. 21:50national solution is better coordination
  506. 21:52within our and communication within our
  507. 21:55individual communities and hope that
  508. 21:57adds up to greater awareness.
  509. 22:01>> Another thing is that our nonprofits can
  510. 22:08get more confident and bold asking one
  511. 22:11simple question. Do you have a donor
  512. 22:13advised fund?
  513. 22:14>> Right.
  514. 22:15>> I sat across a table many years ago from
  515. 22:19a professional, a highlevel volunteer
  516. 22:22wealthy person and I looked and it was
  517. 22:25an a group board meeting and looked
  518. 22:27straight at him and said, "Do you have a
  519. 22:29donor advised fund?"
  520. 22:31>> And basically in front of the whole
  521. 22:32board, he said, "Well, that's a personal
  522. 22:35question."
  523. 22:36>> Yeah. and I said, "It may be personal to
  524. 22:39you, but it's relevant for this
  525. 22:42community agency." And he revealed that
  526. 22:45he had had a donor advised fund for 25
  527. 22:47years that he had never gifted anything
  528. 22:50from
  529. 22:51>> And I looked around the board table and
  530. 22:53said, "There's your money. Go get it."
  531. 22:56You know,
  532. 22:56>> that's it. It's there.
  533. 22:58>> Yeah.
  534. 22:58>> And you know, you can't take it back out
  535. 23:00once you put it in. You can't take it
  536. 23:01back out. So, um, that's the that's the
  537. 23:05challenge. I mean I think you have to
  538. 23:06say where is the opportunity where is
  539. 23:08the money but the long answer of course
  540. 23:11is uh the rebuilding of community itself
  541. 23:14right there is no substitute we've lost
  542. 23:16it there's more skepticism toward
  543. 23:19organizations people don't feel that
  544. 23:20they're representative of their values
  545. 23:22or purposes you go back to where we
  546. 23:25began and that's at a kind of a
  547. 23:27grassroots level organizing listening um
  548. 23:31getting people to better understand
  549. 23:32where their money can make a difference
  550. 23:34there was a there was a wonderful
  551. 23:36article um recently that I cited in one
  552. 23:38of my uh web posts that um addressed
  553. 23:41this and the writer in Observer, the
  554. 23:44publication Observer said, you know, the
  555. 23:46future belong for those that work at the
  556. 23:48community level who listen and work with
  557. 23:51their neighbors to come up with
  558. 23:53solutions that they feel collectively
  559. 23:55they can support. think we've gotten
  560. 23:58maybe a little too big, a little
  561. 23:59removed. And part of that is got a lot
  562. 24:03of board members who have no idea. We
  563. 24:06say how fundraising works, but what they
  564. 24:09really don't know is how profoundly
  565. 24:11philanthropic behaviors have changed in
  566. 24:14this country.
  567. 24:17>> You know, this is very interesting. I do
  568. 24:19have a client, a global organization
  569. 24:22with a high level board and the client,
  570. 24:26you know, the president is my client and
  571. 24:27they're very frustrated. Uh, but to tell
  572. 24:30you the truth, they are those people in
  573. 24:33the ultra high net worth who are giving
  574. 24:35a lot. But you said, you know, right
  575. 24:37from the beginning, you said um smaller
  576. 24:40concentration and you said these people
  577. 24:42are giving to fewer organizations.
  578. 24:46So they may be giving a lot but they're
  579. 24:48giving to fewer organizations and it's
  580. 24:50really kind of tightening down uh right
  581. 24:55>> you know the fun not the funnel but the
  582. 24:58>> I don't know I know you don't like the
  583. 24:59word pipeline but the the potential
  584. 25:02>> right
  585. 25:04>> right well that's right so there's a
  586. 25:06disconnection that's occurred right a
  587. 25:09disconnection between so much of the
  588. 25:11nonprofit world and
  589. 25:13[clears throat] and um but What do you
  590. 25:16do in the face of that is is not to
  591. 25:18continue to engage in kind of desperate
  592. 25:20fundraising, but take a step back and
  593. 25:22start
  594. 25:23convening groups and listening to
  595. 25:25neighbors and say, you know, are we
  596. 25:27representing shared interest here? And
  597. 25:29if so, how can we best pursue them? Um,
  598. 25:33I think that's the while not an easy
  599. 25:36message to give, there's no there's no
  600. 25:40easy fundraising recipe that's going to
  601. 25:42turn this around. And that's what
  602. 25:44worries me. So many people seize on it.
  603. 25:46There's more out there, right? And
  604. 25:48you're not run another campaign, do more
  605. 25:51of the same.
  606. 25:52>> Or get this app.
  607. 25:54>> Yeah. Or get this app or, you know, use
  608. 25:56AI. Um, you know, all those are not
  609. 25:59unreasonable, but the context is
  610. 26:02completely wrong.
  611. 26:03>> We're suffering a crisis of community
  612. 26:06itself.
  613. 26:07>> We're suffering a crisis of community
  614. 26:10itself. you know, uh, you did say
  615. 26:14deconstruct the numbers and then you
  616. 26:17said use AI to run the trends.
  617. 26:20>> Yeah.
  618. 26:20>> Use AI to run the global or national
  619. 26:23trends and use AI to run your own
  620. 26:26trends. But what you did when you used
  621. 26:28AI was my magic rule, which is vet and
  622. 26:30verify, review, and revise. You wouldn't
  623. 26:33have come here in this conversation if
  624. 26:35you didn't vet and verify the
  625. 26:37information you got back. AI is a great
  626. 26:40tool. I use it every day and it the the
  627. 26:43the synthesis is absolutely amazing. Um
  628. 26:46you can use the tool and vet and verify
  629. 26:50your your own uh numbers. Now there is
  630. 26:53an aspect um that is relieving at the
  631. 26:58end of our conversation here.
  632. 27:02You know you said take a step back. I
  633. 27:04first say take a breath and take a step
  634. 27:06back and really ask ourselves what is it
  635. 27:10that we can do exactly right now in
  636. 27:14response to this pretty unfun
  637. 27:16conversation with Jim and Susan today.
  638. 27:18And that's okay. We're we're here to uh
  639. 27:22love and support uh the people who are
  640. 27:25in the trenches. And you said start
  641. 27:30convening groups. Yeah,
  642. 27:33>> this is pretty easy. It's free. You
  643. 27:37could do it online or have a cup of
  644. 27:39coffee, whatever. And then you said,
  645. 27:42"Talk to your neighbors." Now, you were
  646. 27:45kind of referencing a community-based
  647. 27:48situation, organization, but whoever
  648. 27:50your neighbors are,
  649. 27:52>> these are things that anyone can do if
  650. 27:56we breathe and take a step back from the
  651. 28:00that metric crush. Right.
  652. 28:03>> Right. Yeah. And and you the other thing
  653. 28:05with all these, you know, I don't know
  654. 28:06if we'll reach anybody who set up a
  655. 28:08donor adise fund, but if you have a
  656. 28:10donor adise fund and you're struggling
  657. 28:11with with how to give,
  658. 28:14um there are wealth management advisors
  659. 28:16who are holding regular seminars about
  660. 28:17that and I speak to those and talk to
  661. 28:19people's values. But the other thing is
  662. 28:23send your own kind of personal RFP to 10
  663. 28:25nonprofits. Say this is who I am. This
  664. 28:27is what I believe in. Please tell me why
  665. 28:30I should give to you. give them a chance
  666. 28:33to respond to you and tell you about
  667. 28:36impact. I think so many people who hold
  668. 28:39DFS would be so pleasantly surprised if
  669. 28:43they challenge more nonprofit leaders to
  670. 28:45say make your case to me and let me
  671. 28:48decide.
  672. 28:50Just don't sit there and say someday I'd
  673. 28:52like to. There's too much opportunity in
  674. 28:55this world. There's too much that needs
  675. 28:57to be done. there are too too many
  676. 29:00people who are suboptimized in our
  677. 29:02community. We're not living our best
  678. 29:04life uh until we bring out the best in
  679. 29:07everybody. So start your own due
  680. 29:10diligence process. Be more disciplined
  681. 29:12about it.
  682. 29:14>> So a we are speaking directly to you if
  683. 29:18you have your own donor advised fund.
  684. 29:21>> Yes.
  685. 29:22>> Create your own RFP. give your local
  686. 29:26nonprofits or your arena, whatever
  687. 29:28nonprofits are in your arena of
  688. 29:30interest, give them an opportunity to
  689. 29:34>> tell you why they're worthy of your
  690. 29:36gift. Now, likewise, Jim, we're also
  691. 29:39speaking directly to you if you're a
  692. 29:41fundraiser, a nonprofit CEO, a nonprofit
  693. 29:44board member, and you could do the same
  694. 29:46thing. You could communicate with your
  695. 29:49own people and say, "Do you have a donor
  696. 29:53advised fund? May we have an opportunity
  697. 29:56to tell you why we're worthy of
  698. 29:59receiving a grant from your fund?"
  699. 30:02>> Yes,
  700. 30:03absolutely. But start that conversation.
  701. 30:06And as I said, they're wealth managers
  702. 30:07also trying to educate their clients.
  703. 30:09They've done well in the stock market
  704. 30:10and sort of trying to figure out what to
  705. 30:12do. So I somehow Susan it's it's getting
  706. 30:16away from the traditional fundraising
  707. 30:17machinery and getting back into
  708. 30:20conversational modes including direct
  709. 30:23challenges to each other. Did you know
  710. 30:25um you know as you said nonprofits
  711. 30:28rather than fundraiser start issuing
  712. 30:30impact statements start start trying to
  713. 30:33reach community leaders and say spread
  714. 30:35the word. Um, use social media not to
  715. 30:39post pictures of styrofoam checks, but
  716. 30:42to talk about, you know, impacts and
  717. 30:44differences made. Start getting service
  718. 30:47deliverers to speak for you, not just
  719. 30:50CEOs, you know, speaking from on high.
  720. 30:52Get the people are actually delivering
  721. 30:54your services in the field under
  722. 30:56strenuous circumstances saying, "This is
  723. 30:58what I see. This is what gives me hope.
  724. 31:00This is what I'm concerned about. I do
  725. 31:02believe what the the the basic missing
  726. 31:05piece, the thing that we forgot
  727. 31:07somewhere along the line is people give
  728. 31:08to people. They don't give to buckets.
  729. 31:10They don't give to funds. They don't
  730. 31:12give to endowments. They don't they give
  731. 31:14to people that they identify with. So
  732. 31:17get more people in front of them,
  733. 31:20whether it's the recipients of your
  734. 31:23support or it's the people providing the
  735. 31:25services. And I think you reawaken, oh,
  736. 31:29that's the kind of person I'd like to
  737. 31:31come alongside. That's the kind of
  738. 31:33person I'd like to help. She's
  739. 31:35hardworking. She's disciplined,
  740. 31:37dedicated, caring. Uh, I don't want to
  741. 31:40go on too long, Susan, but I get a lot
  742. 31:41of people to do concept papers as
  743. 31:43opposed to just write cases for support.
  744. 31:46>> I know that's one of your things. I love
  745. 31:49the individual voice that comes through
  746. 31:51because all of a sudden I can hear
  747. 31:52somebody who cares about something who
  748. 31:54wakes up every morning and says, "I want
  749. 31:57to make this better." Right? So get more
  750. 32:00voice, human voice in our work and then
  751. 32:03start more conversations about how we
  752. 32:05work together. It's broad advice, but
  753. 32:07but but where we started, you could
  754. 32:11totally misread this data. You could
  755. 32:14totally fall back on the same
  756. 32:16propositions that you've relied on too
  757. 32:18long and miss the opportunity or be in
  758. 32:22an even worse position this time next
  759. 32:24year if you don't do something
  760. 32:26differently.
  761. 32:27I'm going to take time to
  762. 32:31watch this and listen and make some
  763. 32:34notes on the things that our viewers can
  764. 32:38do
  765. 32:39>> uh so that this can be uh helpful even
  766. 32:43though we're pretty much speaking as
  767. 32:46real as it gets. Jim, I'm not sure
  768. 32:48anyone is going to hear this anywhere
  769. 32:50else to the point that you made, which
  770. 32:52is the grand pronouncements of these
  771. 32:55huge numbers. uh we're you know there's
  772. 32:58some reality in here that
  773. 33:01>> is difficult. So we're gonna I'm gonna
  774. 33:04work on that so that
  775. 33:06>> people will have that. Um and then also
  776. 33:11this idea of taking a breath, stepping
  777. 33:14back, asking yourselves in your
  778. 33:17organization. Um you know, have we ever
  779. 33:20thought about one of the things you said
  780. 33:22which was letting our program people
  781. 33:24deliver who are delivering the services
  782. 33:26say this is what I'm seeing. There's
  783. 33:28there's lots of helpful stuff in here.
  784. 33:30>> Yes.
  785. 33:31>> So I want to say thank you for not
  786. 33:33shying away from the hard conversation.
  787. 33:36I knew you wouldn't. Um, and I really
  788. 33:39appreciate your, you know, taking time
  789. 33:41to think and synthesize and speak out
  790. 33:44the truth with, uh, really love in your
  791. 33:47heart for the nonprofits and for the
  792. 33:49people who work there and and uh, that's
  793. 33:52the bottom line.
  794. 33:54>> That's it. That's it. We want them to
  795. 33:56understand what's going on so that they
  796. 33:58can adapt to these new realities.
  797. 34:01So, what if somebody wanted to have a
  798. 34:03conversation with you about this?
  799. 34:05>> Contact me at jimlangleyinovations.com
  800. 34:08or um let's start a conversation on
  801. 34:11LinkedIn. That's my preferred social
  802. 34:13media and see if we can create kind of
  803. 34:15best practice among ourselves in
  804. 34:17conversation.
  805. 34:18>> Right. Amazing.
  806. 34:21Let's go, Jim.
  807. 34:23>> Let's go, Susan. Thank you for
  808. 34:24everything you're doing.
  809. 34:25>> All right. See you again soon.
  810. 34:27>> All right. Thank you. Bye.
  811. 34:28>> Bye. Bye.

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